Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full-time role demands a commitment to client satisfaction and relationship building. In this on-site position, you will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a high-quality experience will help clients navigate their financial journeys and request resolutions.

Key Responsibilities

- Support onboarding and service for clients promptly • Respond to inquiries and requests via phone and email • Collaborate with administrative staff for client documentation • Input client data relevant to financial and estate planning • Keep accurate CRM records and maintain client files Requirements:
- Relevant post-secondary degree in finance or business • 1-3 years in financial services or client administration • Skill in supporting financial professionals in regulated settings • Robust client care and organizational skills • Familiarity with compliance regulations in the finance industry Your member-focused and collaborative spirit will drive Vancity's success in wealth management.

📌 Wealth Management Associate at Vancity (Vancouver)
🏢 Vancity
📍 Vancouver